冲他的个人主页 - 老虎社区

冲他

个人简介：特立独行且正确，是获得超额收益的唯一方法！

IP属地：浙江

169关注

623粉丝

4主题

0勋章

2023-11-08

$A潘渡创新主题(03056)$ 收益还行

2022-08-30

$Faraday Future(FFIE)$往1块以下走？

2022-08-26

$Faraday Future(FFIE)$感觉可以买入了

2022-07-20

抄底

老虎点评 | 奈飞季报确定广告是未来的方向

2022-07-18

$泡泡玛特(09992)$还在创新低

2022-07-12

$Faraday Future(FFIE)$6月底入场的人，这会转翻翻

2022-04-30

这篇文章咋这么主观

减持压力下的特斯拉，推特和马斯克，将走向何方

2022-01-24

$Coinbase Global, Inc.(COIN)$历史新低

2022-01-04

$爱奇艺(IQ)$新低？

2021-12-20

$蔚来(NIO)$30以下倒车接客

2021-12-18

$阿里巴巴(BABA)$逢低补仓

2021-09-16

$On Holding AG(ONON)$这个市值，夸张了

2021-08-26

$逸仙电商(YSG)$下个季度预期给这么低，是想让下个季度超预期来一波猛涨吗？

2021-08-26

目前这个股价试问怎么给长期投资者带来收益？

逸仙电商(YSG)Q2营收15.3亿元同比增长53.5%

2021-08-19

潮水褪去，才知道谁在裸泳。

抱歉，原内容已删除

2021-08-17

$快手-W(01024)$继续探底，谈人性

2021-08-05

6.74的成本，真爽

Baillie Gifford 2021二季度大幅增持逸仙电商，持股数为一季度2.6倍

2021-07-30

$纳指三倍做多ETF(TQQQ)$问下各位，这个ETF会爆仓吗

2021-07-21

$Property Solutions Acquisition Corp(PSAC)$一月等到7月，看看会不会让我失望[暗中观察]

2021-07-07

$逸仙电商(YSG)$想跑的人早就跑光了，留下来的都是不甘心不想走的。

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/DIS\">迪士尼</a>的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。</p><p>除了谈自己的热门剧以外，公司也说了近期的关注点——广告。</p><p>有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了<a href=\"https://laohu8.com/S/MSFT\">微软</a>作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。</p><p>相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。</p><p>目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。</p><p>奈飞的广告会在2023年出来，拭目以待。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-07-20 08:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NFLX\">奈飞</a>季报数据喜忧参半，但是股价却在盘后上涨，这是好事情，证明市场情绪不差。还是先来看看奈飞的数据——2季度订阅数流失97万，低于自己的预期用户流失200万（这算好消息），季度背靠背出现了用户流失（这是坏消息）。公司预计下个季度用户数增加100万（这算好消息），低于分析师的预期180万（这是坏消息）。总之，奈飞的数据信号比较混乱。</p><p>抛开数据外，奈飞的季报风格上来了一个大转变。在上一个季报中，奈飞洋洋洒洒讨论了公司的前景问题“Growth </p><p>Outlook”，里面非常无奈的提出了好几个问题：电视/网络，账户共享，竞争问题，宏观因素。上一个季报太过诚实，股价被华尔街惩罚的体无完肤，这些问题到现在也没法解决，所以这次季报就干脆不提了。</p><p>这次季报中，公司改谈自己的热门剧如何受到追捧（stranger things 4），热度超过了<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。</p><p>除了谈自己的热门剧以外，公司也说了近期的关注点——广告。</p><p>有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了<a href=\"https://laohu8.com/S/MSFT\">微软</a>作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。</p><p>相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。</p><p>目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。</p><p>奈飞的广告会在2023年出来，拭目以待。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b0e8d17de947505ec42cd2371b2f27c4","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","FNGU":"MicroSectors FANG+ 指数每日三倍做多 ETN","BK4581":"高盛持仓","BK4527":"明星科技股","NFLX":"奈飞","BK4532":"文艺复兴科技持仓","BK4566":"资本集团","BK4507":"流媒体概念","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4524":"宅经济概念","BK4108":"电影和娱乐","BK4534":"瑞士信贷持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116666600","content_text":"奈飞季报数据喜忧参半，但是股价却在盘后上涨，这是好事情，证明市场情绪不差。还是先来看看奈飞的数据——2季度订阅数流失97万，低于自己的预期用户流失200万（这算好消息），季度背靠背出现了用户流失（这是坏消息）。公司预计下个季度用户数增加100万（这算好消息），低于分析师的预期180万（这是坏消息）。总之，奈飞的数据信号比较混乱。抛开数据外，奈飞的季报风格上来了一个大转变。在上一个季报中，奈飞洋洋洒洒讨论了公司的前景问题“Growth Outlook”，里面非常无奈的提出了好几个问题：电视/网络，账户共享，竞争问题，宏观因素。上一个季报太过诚实，股价被华尔街惩罚的体无完肤，这些问题到现在也没法解决，所以这次季报就干脆不提了。这次季报中，公司改谈自己的热门剧如何受到追捧（stranger things 4），热度超过了迪士尼的热门剧和热门电影壮志凌云2。我觉得这个风格的转变，完全是学习了脸书的做法。在脸书2月2日的季报中，公司也是透露出想不到发展方向的问题，结果股价被华尔街惩罚。所以在4月27日的季报中，公司虽然数据很差，但是季报换了一个口气，股价居然逆势上涨。华尔街是一个惩罚诚实的地方。除了谈自己的热门剧以外，公司也说了近期的关注点——广告。有广告的模式会给免费或者低价用户，作为现有模式的补充。这样做有两个好处，一来是扩大用户数，二来是增加广告收入。为了进入广告市场，奈飞选择了微软作为合作伙伴。在这一点上，奈飞和脸书也是同出一撤。脸书因为找不到发展方向所以进军元宇宙，而奈飞用户数见顶所以进入广告市场。相较于元宇宙的遥遥无期，奈飞进入广告市场更值得期待，2亿多全球账户（每个账户后面假设5个人观看），这个级别可能连春晚都不能望其项背。从广告的效果来看，静态的效果远远小于动态的效果，因为动态广告能“植入”。东方甄选为什么广告带货能力超过其它网红带货，就是因为“植入”这个概念做得好，东方甄选的主播们把所有产品都“植入”自己的生活——一说到水蜜桃，就说自己小时候吃过的水蜜桃，其它主播不是干瘪瘪不是吹价格优惠就是吹口味很好。目前奈飞正在和好莱坞谈判，争取通过技术把广告动态“植入”进电影。比方说壮志凌云的电影，拍摄的时候是没有水蜜桃的，但是后期可以通过技术，把水蜜桃放在主人公的桌子上，并配上品牌，无缝“植入”。这一点也很值得期待，因为这条路一旦走通，那就会开启新纪元，所有老的电视剧电影都能“植入”广告，P图升级成P电影。奈飞的广告会在2023年出来，拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":827,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686979835,"gmtCreate":1658109354828,"gmtModify":1704868901258,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>还在创新低","listText":"<a href=\"https://laohu8.com/S/09992\">$泡泡玛特(09992)$</a>还在创新低","text":"$泡泡玛特(09992)$还在创新低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686979835","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688684753,"gmtCreate":1657624952974,"gmtModify":1704867800124,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>6月底入场的人，这会转翻翻","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$</a>6月底入场的人，这会转翻翻","text":"$Faraday Future(FFIE)$6月底入场的人，这会转翻翻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688684753","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616991877,"gmtCreate":1651287218716,"gmtModify":1651287218716,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章咋这么主观","listText":"这篇文章咋这么主观","text":"这篇文章咋这么主观","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/616991877","repostId":"1185737431","repostType":2,"repost":{"id":"1185737431","pubTimestamp":1651278914,"share":"https://www.laohu8.com/m/news/1185737431?lang=&edition=full","pubTime":"2022-04-30 08:35","market":"us","language":"zh","title":"减持压力下的特斯拉，推特和马斯克，将走向何方","url":"https://stock-news.laohu8.com/highlight/detail?id=1185737431","media":"老虎锐评","summary":"根据这次收购推特的计划，马斯克需要自己提供资金$210亿。","content":"<html><head></head><body><p>周二<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价暴跌的时候，我就说过看图就能看得出来的是马斯克开卖了。昨天SEC申报文件出来，三天马斯克一共卖出$85亿。马斯克周四晚上说“No further TSLA sales planned after today”（周四之后已经没有更多售出计划）。</p><p>周一推特董事会同意收购要约，周二马斯克就开卖，充分显示了马斯克极度需要资金。而且这次卖的力度，是上次套现的平均强度两倍多，第一天就卖了$36.7亿，而上次套现平均每天卖$10亿。根据这次收购推特的计划，马斯克需要自己提供资金$210亿。</p><p><img src=\"https://static.tigerbbs.com/b9713abc45a3cbd22685832e31dff59c\" tg-width=\"867\" tg-height=\"454\" referrerpolicy=\"no-referrer\"/></p><p>很难估计马斯克套现之前手上有多少资金，但按照他原来做事的方式，有钱肯定都已经花出去了，特别是给他的“上天遁地”公司。这次马斯克需要自己拿出$210亿，但是他套现的金额会超过$210亿，因为会有税务上的考虑——这些股票行权的时候股价和现在的股价之差，需要交税。初步估计，他可能需要套现$250亿以上，是上次套现规模的1.5倍以上。</p><p>现在马斯克就遇到一个进退两难的问题。<b>1，他需要出售股票来筹措$210亿，但套现会压低股价；2，他需要质押股票来从银行拿到$125亿，但质押股票需要股价高。</b>这是一个跷跷板。</p><p>我前天计算了股价和马斯克的质押率的关系，但是那个表并不完全，因为上个表的质押率是建立在马斯克不套现的基础上。我在上次那个表的基础上，考虑套现的因素（假设平均套现的股价是$900，套现$210亿），那么新的股价和质押率的关系如下。</p><table><tbody><tr><td><p>不考虑套现的质押率</p></td><td><p>考虑套现的质押率</p></td></tr><tr><td><table><tbody><tr><td><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价</p></td><td><p>完成推特收购后马斯克所有股票的质押率</p></td></tr><tr><td><p>$1,000</p></td><td><p>85%</p></td></tr><tr><td><p>$900</p></td><td><p>89%</p></td></tr><tr><td><p>$800</p></td><td><p>94%</p></td></tr><tr><td><p>$700</p></td><td><p>100%</p></td></tr></tbody></table></td><td><table><tbody><tr><td><p>特斯拉股价</p></td><td><p>完成推特收购后马斯克所有股票的质押率</p></td></tr><tr><td><p>$1,000</p></td><td><p>98%</p></td></tr><tr><td><p>$900</p></td><td><p>102%</p></td></tr><tr><td><p>$800</p></td><td><p>108%</p></td></tr><tr><td><p>$700</p></td><td><p>115%</p></td></tr></tbody></table></td></tr></tbody></table><p>也就是说，考虑到其他因素不变，考虑到套现因素，即使特斯拉股价在$1,000，马斯克都将质押上全部身家了。这也就是为何马斯克卖了三天股票停了，因为他应该自己发现这是一个跷跷板游戏，他捏住一头，另一头就不够了。股价高了，马斯克就要去套现；股价低了，马斯克就停一下。</p><p>先不管最后马斯克是否能凑够钱，但即使凑够了，马斯克也质押了全部股票，他也没法再方便的给“上天遁地”公司输血了。你以为推特董事会是退让了吗？不，他们反将了马斯克一军。让你喜欢42这个数字，喊特斯拉$420私有化，喊推特$54.2私有化，我看你怎么任性。</p><p>最后说一下马斯克最近的言行。虽然有很多人都认为美国的富豪们的道德水准普遍都不高，但是马斯克最近在推特上的言行，显示出他人品极差的一面：号召在可乐里面加可卡因，造成对推特女法务的网暴…推特的所谓允许言论自由，已经让平台进入到混乱的程度。</p><p><i>免责声明：</i></p><p><i>本文不构成且不应被视为任何购买证券或其他金融产品的协议、要约、要约邀请、意见或建议。本文中的任何内容均不构成老虎证券在投资、法律、会计或税务方面的意见，也不构成某种投资或策略是否适合于您个人情况的陈述，或其他任何针对您个人的推荐。</i></p></body></html>","source":"lsy1635821181494","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>减持压力下的特斯拉，推特和马斯克，将走向何方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n减持压力下的特斯拉，推特和马斯克，将走向何方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-30 08:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/BrfGiX9F7guVDGIjfAiuGg><strong>老虎锐评</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二特斯拉股价暴跌的时候，我就说过看图就能看得出来的是马斯克开卖了。昨天SEC申报文件出来，三天马斯克一共卖出$85亿。马斯克周四晚上说“No further TSLA sales planned after today”（周四之后已经没有更多售出计划）。周一推特董事会同意收购要约，周二马斯克就开卖，充分显示了马斯克极度需要资金。而且这次卖的力度，是上次套现的平均强度两倍多，第一天就卖了$36.7...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/BrfGiX9F7guVDGIjfAiuGg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/be31ca587eaecf96d00cdce79d92c276","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/BrfGiX9F7guVDGIjfAiuGg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185737431","content_text":"周二特斯拉股价暴跌的时候，我就说过看图就能看得出来的是马斯克开卖了。昨天SEC申报文件出来，三天马斯克一共卖出$85亿。马斯克周四晚上说“No further TSLA sales planned after today”（周四之后已经没有更多售出计划）。周一推特董事会同意收购要约，周二马斯克就开卖，充分显示了马斯克极度需要资金。而且这次卖的力度，是上次套现的平均强度两倍多，第一天就卖了$36.7亿，而上次套现平均每天卖$10亿。根据这次收购推特的计划，马斯克需要自己提供资金$210亿。很难估计马斯克套现之前手上有多少资金，但按照他原来做事的方式，有钱肯定都已经花出去了，特别是给他的“上天遁地”公司。这次马斯克需要自己拿出$210亿，但是他套现的金额会超过$210亿，因为会有税务上的考虑——这些股票行权的时候股价和现在的股价之差，需要交税。初步估计，他可能需要套现$250亿以上，是上次套现规模的1.5倍以上。现在马斯克就遇到一个进退两难的问题。1，他需要出售股票来筹措$210亿，但套现会压低股价；2，他需要质押股票来从银行拿到$125亿，但质押股票需要股价高。这是一个跷跷板。我前天计算了股价和马斯克的质押率的关系，但是那个表并不完全，因为上个表的质押率是建立在马斯克不套现的基础上。我在上次那个表的基础上，考虑套现的因素（假设平均套现的股价是$900，套现$210亿），那么新的股价和质押率的关系如下。不考虑套现的质押率考虑套现的质押率特斯拉股价完成推特收购后马斯克所有股票的质押率$1,00085%$90089%$80094%$700100%特斯拉股价完成推特收购后马斯克所有股票的质押率$1,00098%$900102%$800108%$700115%也就是说，考虑到其他因素不变，考虑到套现因素，即使特斯拉股价在$1,000，马斯克都将质押上全部身家了。这也就是为何马斯克卖了三天股票停了，因为他应该自己发现这是一个跷跷板游戏，他捏住一头，另一头就不够了。股价高了，马斯克就要去套现；股价低了，马斯克就停一下。先不管最后马斯克是否能凑够钱，但即使凑够了，马斯克也质押了全部股票，他也没法再方便的给“上天遁地”公司输血了。你以为推特董事会是退让了吗？不，他们反将了马斯克一军。让你喜欢42这个数字，喊特斯拉$420私有化，喊推特$54.2私有化，我看你怎么任性。最后说一下马斯克最近的言行。虽然有很多人都认为美国的富豪们的道德水准普遍都不高，但是马斯克最近在推特上的言行，显示出他人品极差的一面：号召在可乐里面加可卡因，造成对推特女法务的网暴…推特的所谓允许言论自由，已经让平台进入到混乱的程度。免责声明：本文不构成且不应被视为任何购买证券或其他金融产品的协议、要约、要约邀请、意见或建议。本文中的任何内容均不构成老虎证券在投资、法律、会计或税务方面的意见，也不构成某种投资或策略是否适合于您个人情况的陈述，或其他任何针对您个人的推荐。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630790387,"gmtCreate":1643036039260,"gmtModify":1643036039260,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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AG(ONON)$这个市值，夸张了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885520411","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810276875,"gmtCreate":1629984695897,"gmtModify":1629984695897,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>下个季度预期给这么低，是想让下个季度超预期来一波猛涨吗？","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>下个季度预期给这么低，是想让下个季度超预期来一波猛涨吗？","text":"$逸仙电商(YSG)$下个季度预期给这么低，是想让下个季度超预期来一波猛涨吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/810276875","isVote":1,"tweetType":1,"viewCount":2827,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440246504527753","authorId":"3440246504527753","name":"yyds1988","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"content":"下个季度都不到1周了...","text":"下个季度都不到1周了...","html":"下个季度都不到1周了..."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810203403,"gmtCreate":1629977378502,"gmtModify":1629977378502,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"目前这个股价试问怎么给长期投资者带来收益？","listText":"目前这个股价试问怎么给长期投资者带来收益？","text":"目前这个股价试问怎么给长期投资者带来收益？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/810203403","repostId":"2162966620","repostType":2,"repost":{"id":"2162966620","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1629976160,"share":"https://www.laohu8.com/m/news/2162966620?lang=&edition=full","pubTime":"2021-08-26 19:09","market":"us","language":"zh","title":"逸仙电商(YSG)Q2营收15.3亿元 同比增长53.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2162966620","media":"凤凰网港股","summary":"凤凰网港股|美股盘前，逸仙电商公布了2021年第二季度财务业绩。2021年第二季度营收由上年同期的9.932亿元人民币增至15.3亿元人民币，同比增长53.5%。Q2毛利润由上年同期的6.07亿元增长至10.52亿元，增长65.1%。Q2总营运费用由上年同期的9.353亿元增至14.1亿元，增长51.0%。Q2营业总支出占净收入总额的比例为92.6%，而上年同期为94.2%。随着收入的增加和产品结构的改善，我们第二季度的毛利率从去年同期的61.1%上升到65.7%。截止发稿，逸仙电商盘前跌超10%，报5.18美元。","content":"<html><body><p><font size=\"3\">凤凰网港股|美股盘前，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>(YSG)公布了2021年第二季度财务业绩。数据显示，净收入。2021年第二季度营收由上年同期的9.932亿元人民币增至15.3亿元人民币（合2.362亿美元），同比增长53.5%。Q2毛利润由上年同期的6.07亿元增长至10.52亿元，增长65.1%。Q2毛利率由上年同期的61.1%增至65.7%。 </font></p><p><font size=\"3\">Q2总营运费用由上年同期的9.353亿元增至14.1亿元，增长51.0%。Q2营业总支出占净收入总额的比例为92.6%，而上年同期为94.2%。</font></p><p><font size=\"3\">董事兼首席财务官杨东浩先生表示：\"我们又实现了一个季度的强劲增长，收入同比增长53.5%，达到15.3亿元人民币。随着收入的增加和产品结构的改善，我们第二季度的毛利率从去年同期的61.1%上升到65.7%。值得注意的是，我们优化了营销费用投资回报率的方法取得了令人鼓舞的结果，从而使运营费用降低。非公认会计准则净亏损率由去年同期的17.4%降至12.8%。展望未来，我们将继续致力于实现可持续增长，同时兼顾长期投资者和更广泛的客户群的最佳利益。</font></p><p><font size=\"3\">截止发稿，<span>逸仙电商盘前跌超10%，报5.18美元。</span></font></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>逸仙电商(YSG)Q2营收15.3亿元 同比增长53.5%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n逸仙电商(YSG)Q2营收15.3亿元 同比增长53.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-08-26 19:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><font size=\"3\">凤凰网港股|美股盘前，<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>(YSG)公布了2021年第二季度财务业绩。数据显示，净收入。2021年第二季度营收由上年同期的9.932亿元人民币增至15.3亿元人民币（合2.362亿美元），同比增长53.5%。Q2毛利润由上年同期的6.07亿元增长至10.52亿元，增长65.1%。Q2毛利率由上年同期的61.1%增至65.7%。 </font></p><p><font size=\"3\">Q2总营运费用由上年同期的9.353亿元增至14.1亿元，增长51.0%。Q2营业总支出占净收入总额的比例为92.6%，而上年同期为94.2%。</font></p><p><font size=\"3\">董事兼首席财务官杨东浩先生表示：\"我们又实现了一个季度的强劲增长，收入同比增长53.5%，达到15.3亿元人民币。随着收入的增加和产品结构的改善，我们第二季度的毛利率从去年同期的61.1%上升到65.7%。值得注意的是，我们优化了营销费用投资回报率的方法取得了令人鼓舞的结果，从而使运营费用降低。非公认会计准则净亏损率由去年同期的17.4%降至12.8%。展望未来，我们将继续致力于实现可持续增长，同时兼顾长期投资者和更广泛的客户群的最佳利益。</font></p><p><font size=\"3\">截止发稿，<span>逸仙电商盘前跌超10%，报5.18美元。</span></font></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"YSG":"逸仙电商"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=d9e8cdb9a67a4ab870cf5c6418a3ec0a","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162966620","content_text":"凤凰网港股|美股盘前，逸仙电商(YSG)公布了2021年第二季度财务业绩。数据显示，净收入。2021年第二季度营收由上年同期的9.932亿元人民币增至15.3亿元人民币（合2.362亿美元），同比增长53.5%。Q2毛利润由上年同期的6.07亿元增长至10.52亿元，增长65.1%。Q2毛利率由上年同期的61.1%增至65.7%。 Q2总营运费用由上年同期的9.353亿元增至14.1亿元，增长51.0%。Q2营业总支出占净收入总额的比例为92.6%，而上年同期为94.2%。董事兼首席财务官杨东浩先生表示：\"我们又实现了一个季度的强劲增长，收入同比增长53.5%，达到15.3亿元人民币。随着收入的增加和产品结构的改善，我们第二季度的毛利率从去年同期的61.1%上升到65.7%。值得注意的是，我们优化了营销费用投资回报率的方法取得了令人鼓舞的结果，从而使运营费用降低。非公认会计准则净亏损率由去年同期的17.4%降至12.8%。展望未来，我们将继续致力于实现可持续增长，同时兼顾长期投资者和更广泛的客户群的最佳利益。截止发稿，逸仙电商盘前跌超10%，报5.18美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":831533779,"gmtCreate":1629333886791,"gmtModify":1629338004076,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"潮水褪去，才知道谁在裸泳。","listText":"潮水褪去，才知道谁在裸泳。","text":"潮水褪去，才知道谁在裸泳。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831533779","repostId":"1136806533","repostType":2,"isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":833099905,"gmtCreate":1629187605907,"gmtModify":1629187605907,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>继续探底，谈人性","listText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>继续探底，谈人性","text":"$快手-W(01024)$继续探底，谈人性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833099905","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899680549,"gmtCreate":1628177847081,"gmtModify":1628177847081,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"6.74的成本，真爽","listText":"6.74的成本，真爽","text":"6.74的成本，真爽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899680549","repostId":"2157409484","repostType":2,"repost":{"id":"2157409484","weMediaInfo":{"introduction":"关注IPO最新资讯，第一时间传播市场动态及投资价值，专业提供IPO项目咨询服务。","home_visible":1,"media_name":"IPO早知道","id":"1002830115","head_image":"https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a"},"pubTimestamp":1628128560,"share":"https://www.laohu8.com/m/news/2157409484?lang=&edition=full","pubTime":"2021-08-05 09:56","market":"hk","language":"zh","title":"Baillie Gifford 2021二季度大幅增持逸仙电商，持股数为一季度2.6倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2157409484","media":"IPO早知道","summary":"以近期股价计算，Baillie Gifford持有的逸仙电商股份市值约为8200多万美元。Baillie Gifford对逸仙电商持长期看好态度，此次增持或是因为第二季度内价格出现合理空间，呈现出有吸引力的建仓时机。2020年年报显示，逸仙电商实现营业收入52.33亿元，同比增长72.65%，2021年一季报逸仙电商实现营业收入14.44，同比增长42.72%。过往持仓数据显示，Baillie Gifford于2020年第四季度，即IPO时，新进买入逸仙电商471.17万股。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/b23a1e4a50074c43a8bf892a09a2f5dc\"/></p><p><strong><span>“</span></strong><strong><span></span></strong><strong><span>二季度持有<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>1216.22万</span></strong><strong><span>股</span></strong><strong><span>。</span></strong><strong><span>”</span></strong></p><hr/><p><span>作者：Claire</span></p><p><span>编辑：tuya</span></p><p><span>出品：财经涂鸦（ID：caijingtuya）</span></p><p><img src=\"https://static.tigerbbs.com/92810c5fa2f2450d9f09eaad53caddf8\"/></p><p><span>美东时间8月2日，Baillie Gifford向SEC提交了2021年第二季度持仓报告。报告显示，</span><strong><span>Baillie Gifford第二季度持有逸仙电商（YSG.US）1216.22万股，比第一季度增持了742.50万股</span></strong><span>。以近期股价计算，Baillie Gifford持有的逸仙电商股份市值约为8200多万美元。</span></p><p><strong><span>Baillie Gifford对逸仙电商持长期看好态度，此次增持或是因为第二季度内价格出现合理空间，呈现出有吸引力的建仓时机</span></strong><span>。</span></p><p><span>逸仙电商，创立于2016年，是完美日记的母公司。据IPO早知道报道，2020年11月,逸仙电商在纽交所挂牌上市，成为在美上市的“中国美妆第一股”。2020年年报显示，逸仙电商实现营业收入52.33亿元，同比增长72.65%，2021年一季报逸仙电商实现营业收入14.44，同比增长42.72%。营收保持较为强劲的增长。</span></p><p><span>过往持仓数据显示，Baillie Gifford于2020年第四季度，即IPO时，新进买入逸仙电商471.17万股。2021年第一季度持仓为473.71万股，无明显变化；</span><strong><span>第二季度持仓为1216.22万股，增持了742.50万股</span></strong><span>。</span></p><p><span>在谈到基金投资逸仙电商首次公开募股的决定时，Baillie Gifford旗下China Growth Trust基金的基金经理Sophie Earnshaw表示：“</span><strong><span>该公司目前的市场份额约为1%至2%，未来十年可能会接近10%至20</span></strong><strong><span>%</span></strong><span>。”</span></p><p><span>在英国媒体investment trust Insider的一期访谈节目中，Sophie Earnshaw表示，Z世代是她在非必需消费品领域的投资组合中探索的主题之一。</span></p><p><span>Sophie Earnshaw认为，</span><strong><span>与倾向于购买跨国品牌的千禧一代消费者相比，中国Z世代消费者更愿意使用中国国产品牌</span></strong><span>。这可能是因为在Z世代成长的年代，中国始终处于领先地位。“这些年轻的消费者似乎对自己是中国人感到非常自豪，</span><strong><span>他们想通过购买中国品牌来表达这种自豪感</span></strong><span>。”</span></p><p><span>Sophie Earnshaw认为，逸仙电商正是在Z世代的国产消费偏好下受益的公司之一。“到目前为止，它取得了惊人的成功。”“它目前所处的中国化妆品行业是由跨国品牌主导的。“</span></p><p><span>Baillie Gifford长期角度看好逸仙电商的原因或在于，</span><strong><span>年轻人对国货的偏好愈发强烈，而逸仙电商旗下的完美日记目前在美妆领域是国产品牌中竞争力前列的公司，有望继续发挥其优势，获得更多的市场份额</span></strong><span>。</span></p><p><span>而从短期来看，2021年第二季度逸仙电商股票价格均值为10.45美元，相比于第一季度的17.54美元对Baillie Gifford来说是更为划算的价格。</span><strong><span>基于对长期价值的看好，短期的调整被Baillie Gifford视为合适的建仓机会</span></strong><span>。</span></p><p><span>本文由公众号财经涂鸦（ID：caijingtuya）原创撰写，如需转载请联系涂鸦君。</span></p><p><span>添加涂鸦君个人微信（ID：tuyaclub）</span><span>加入【公司情报社群】</span><span>参与资本市场讨论</span><span><span>获取一手情报</span><span></span></span></p><p><img src=\"https://static.tigerbbs.com/07c87d2247c84637b541eaad5954ff77\"/></p><p><img src=\"https://static.tigerbbs.com/23146e40d3bd4c1dbef47015bcbed5c6\"/></p>\n</div></body></html>","source":"weixin_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baillie Gifford 2021二季度大幅增持逸仙电商，持股数为一季度2.6倍</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaillie Gifford 2021二季度大幅增持逸仙电商，持股数为一季度2.6倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1002830115\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/2c011a3d6c6b49fb8f278024402f343a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">IPO早知道 </p>\n<p class=\"h-time\">2021-08-05 09:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/b23a1e4a50074c43a8bf892a09a2f5dc\"/></p><p><strong><span>“</span></strong><strong><span></span></strong><strong><span>二季度持有<a href=\"https://laohu8.com/S/YSG\">逸仙电商</a>1216.22万</span></strong><strong><span>股</span></strong><strong><span>。</span></strong><strong><span>”</span></strong></p><hr/><p><span>作者：Claire</span></p><p><span>编辑：tuya</span></p><p><span>出品：财经涂鸦（ID：caijingtuya）</span></p><p><img src=\"https://static.tigerbbs.com/92810c5fa2f2450d9f09eaad53caddf8\"/></p><p><span>美东时间8月2日，Baillie Gifford向SEC提交了2021年第二季度持仓报告。报告显示，</span><strong><span>Baillie Gifford第二季度持有逸仙电商（YSG.US）1216.22万股，比第一季度增持了742.50万股</span></strong><span>。以近期股价计算，Baillie Gifford持有的逸仙电商股份市值约为8200多万美元。</span></p><p><strong><span>Baillie Gifford对逸仙电商持长期看好态度，此次增持或是因为第二季度内价格出现合理空间，呈现出有吸引力的建仓时机</span></strong><span>。</span></p><p><span>逸仙电商，创立于2016年，是完美日记的母公司。据IPO早知道报道，2020年11月,逸仙电商在纽交所挂牌上市，成为在美上市的“中国美妆第一股”。2020年年报显示，逸仙电商实现营业收入52.33亿元，同比增长72.65%，2021年一季报逸仙电商实现营业收入14.44，同比增长42.72%。营收保持较为强劲的增长。</span></p><p><span>过往持仓数据显示，Baillie Gifford于2020年第四季度，即IPO时，新进买入逸仙电商471.17万股。2021年第一季度持仓为473.71万股，无明显变化；</span><strong><span>第二季度持仓为1216.22万股，增持了742.50万股</span></strong><span>。</span></p><p><span>在谈到基金投资逸仙电商首次公开募股的决定时，Baillie Gifford旗下China Growth Trust基金的基金经理Sophie Earnshaw表示：“</span><strong><span>该公司目前的市场份额约为1%至2%，未来十年可能会接近10%至20</span></strong><strong><span>%</span></strong><span>。”</span></p><p><span>在英国媒体investment trust Insider的一期访谈节目中，Sophie Earnshaw表示，Z世代是她在非必需消费品领域的投资组合中探索的主题之一。</span></p><p><span>Sophie Earnshaw认为，</span><strong><span>与倾向于购买跨国品牌的千禧一代消费者相比，中国Z世代消费者更愿意使用中国国产品牌</span></strong><span>。这可能是因为在Z世代成长的年代，中国始终处于领先地位。“这些年轻的消费者似乎对自己是中国人感到非常自豪，</span><strong><span>他们想通过购买中国品牌来表达这种自豪感</span></strong><span>。”</span></p><p><span>Sophie Earnshaw认为，逸仙电商正是在Z世代的国产消费偏好下受益的公司之一。“到目前为止，它取得了惊人的成功。”“它目前所处的中国化妆品行业是由跨国品牌主导的。“</span></p><p><span>Baillie Gifford长期角度看好逸仙电商的原因或在于，</span><strong><span>年轻人对国货的偏好愈发强烈，而逸仙电商旗下的完美日记目前在美妆领域是国产品牌中竞争力前列的公司，有望继续发挥其优势，获得更多的市场份额</span></strong><span>。</span></p><p><span>而从短期来看，2021年第二季度逸仙电商股票价格均值为10.45美元，相比于第一季度的17.54美元对Baillie Gifford来说是更为划算的价格。</span><strong><span>基于对长期价值的看好，短期的调整被Baillie Gifford视为合适的建仓机会</span></strong><span>。</span></p><p><span>本文由公众号财经涂鸦（ID：caijingtuya）原创撰写，如需转载请联系涂鸦君。</span></p><p><span>添加涂鸦君个人微信（ID：tuyaclub）</span><span>加入【公司情报社群】</span><span>参与资本市场讨论</span><span><span>获取一手情报</span><span></span></span></p><p><img src=\"https://static.tigerbbs.com/07c87d2247c84637b541eaad5954ff77\"/></p><p><img src=\"https://static.tigerbbs.com/23146e40d3bd4c1dbef47015bcbed5c6\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/20e6fa66017937fe813c3ab4efba6858","relate_stocks":{"YSG":"逸仙电商"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzU2NDQ3NjExNg==&mid=2247560200&idx=7&sn=bf39a92c7691fd81f39c785f6301673e&chksm=fc49cdb3cb3e44a57c68d54b3041265ce7f41361860aa4513608cf8533e7986a9106a6373a69#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2157409484","content_text":"“二季度持有逸仙电商1216.22万股。”作者：Claire编辑：tuya出品：财经涂鸦（ID：caijingtuya）美东时间8月2日，Baillie Gifford向SEC提交了2021年第二季度持仓报告。报告显示，Baillie Gifford第二季度持有逸仙电商（YSG.US）1216.22万股，比第一季度增持了742.50万股。以近期股价计算，Baillie Gifford持有的逸仙电商股份市值约为8200多万美元。Baillie Gifford对逸仙电商持长期看好态度，此次增持或是因为第二季度内价格出现合理空间，呈现出有吸引力的建仓时机。逸仙电商，创立于2016年，是完美日记的母公司。据IPO早知道报道，2020年11月,逸仙电商在纽交所挂牌上市，成为在美上市的“中国美妆第一股”。2020年年报显示，逸仙电商实现营业收入52.33亿元，同比增长72.65%，2021年一季报逸仙电商实现营业收入14.44，同比增长42.72%。营收保持较为强劲的增长。过往持仓数据显示，Baillie Gifford于2020年第四季度，即IPO时，新进买入逸仙电商471.17万股。2021年第一季度持仓为473.71万股，无明显变化；第二季度持仓为1216.22万股，增持了742.50万股。在谈到基金投资逸仙电商首次公开募股的决定时，Baillie Gifford旗下China Growth Trust基金的基金经理Sophie Earnshaw表示：“该公司目前的市场份额约为1%至2%，未来十年可能会接近10%至20%。”在英国媒体investment trust Insider的一期访谈节目中，Sophie Earnshaw表示，Z世代是她在非必需消费品领域的投资组合中探索的主题之一。Sophie Earnshaw认为，与倾向于购买跨国品牌的千禧一代消费者相比，中国Z世代消费者更愿意使用中国国产品牌。这可能是因为在Z世代成长的年代，中国始终处于领先地位。“这些年轻的消费者似乎对自己是中国人感到非常自豪，他们想通过购买中国品牌来表达这种自豪感。”Sophie Earnshaw认为，逸仙电商正是在Z世代的国产消费偏好下受益的公司之一。“到目前为止，它取得了惊人的成功。”“它目前所处的中国化妆品行业是由跨国品牌主导的。“Baillie Gifford长期角度看好逸仙电商的原因或在于，年轻人对国货的偏好愈发强烈，而逸仙电商旗下的完美日记目前在美妆领域是国产品牌中竞争力前列的公司，有望继续发挥其优势，获得更多的市场份额。而从短期来看，2021年第二季度逸仙电商股票价格均值为10.45美元，相比于第一季度的17.54美元对Baillie Gifford来说是更为划算的价格。基于对长期价值的看好，短期的调整被Baillie Gifford视为合适的建仓机会。本文由公众号财经涂鸦（ID：caijingtuya）原创撰写，如需转载请联系涂鸦君。添加涂鸦君个人微信（ID：tuyaclub）加入【公司情报社群】参与资本市场讨论获取一手情报","news_type":1},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806241402,"gmtCreate":1627660631206,"gmtModify":1627660631206,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>问下各位，这个ETF会爆仓吗","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$</a>问下各位，这个ETF会爆仓吗","text":"$纳指三倍做多ETF(TQQQ)$问下各位，这个ETF会爆仓吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/806241402","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176961516,"gmtCreate":1626855278135,"gmtModify":1626855278135,"author":{"id":"288542813667650","authorId":"288542813667650","name":"冲他","avatar":"https://static.tigerbbs.com/54691e5414de8545e589a4d6faf21635","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>一月等到7月，看看会不会让我失望[暗中观察]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PSAC\">$Property Solutions Acquisition Corp(PSAC)$</a>一月等到7月，看看会不会让我失望[暗中观察]&nbsp;","text":"$Property Solutions Acquisition 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